Jonathan Rubio, Mba Email & Phone Number

Las Vegas, Nv, Us

Dallas, Tx, Us

Motivate, mentor and develop a team of business intelligence analysts that are responsible for the reporting and analysis of 65 clients generating over $5B of revenue annuallyOversee development and deployment of client-facing dashboards integrating data science into daily useConsistently meet with C-Suite and Senior Leaders to provide analysis, project updates, and champion data-driven decision-makingDesign and implement scalable risk mitigating solutions for multiple departments saving the organization $30M+Liaison between IT/Engineering and Business to maintain the advancement of initiatives and effectively communicateKey Partner between Finance and Business to advance the initiatives of Sales and provide prescriptive analysis to advise on pricing and utilizationRoutinely lead revenue generation or cost reduction initiatives and partner with Senior Leaders to execute business strategiesProduct Owner of enterprise dashboard in Power BI and responsible for > 50 demonstrations to prospective and current clientHead of Center of Excellence setting the standards for reporting and analytics and catalyst for continuous improvement

Dallas, Tx, Us

Overview: Analytics Manager dedicated to the professional development of Reporting Analysts, dashboard creation, process improvement, operational excellence, data integrity, and creating business intelligence solutions for the top healthcare staffing organization in the industry. Lead and develop a dynamic team of data analysts managing a $2B+ portfolio providing statistical, operational, financial, and economic analyses to the highest levelImplement Business Intelligence tools and strategies to translate raw data into valuable business insights such as SQL, Power BI, R, Qlik, data lakesPartner with President of Workforce Solutions to develop insights and analysis for earnings calls and business unit updatesMeet with client executives and provide analysis at quarterly business reviews (QBR)

San Diego, Ca, Us

Overview: Staff Accountant responsible for financial reporting, General Ledger reconciliations, tax filings, and cash management at a medium, technology, and service organization. Perform monthly and quarterly General Ledger reconciliations for Accounts Payable, Inventory, and Purchasing accountsResponsible for daily cash receipts totaling over $200M annuallyAnalyze and partner with multiple departments to rectify inventory discrepanciesExecute several financial reports to analyze revenues, purchasing, and billing activity for the monthReconcile and file monthly sales tax and fee filings for the state of California, Georgia, and AlabamaPrepare documents for our external auditor such as gathering information regarding high dollar cash receipts transactions and journal entriesAnalyze expense reimbursement requests to ensure they adhere to company policy as well as GAAP

Dallas, Tx, Us

Overview: Senior Cash Receipts Accountant responsible for over $2B in cash receipts annually, Subject Matter Expert for Oracle Peoplesoft, performing monthly reconciliations with proper adjustments. Lead a team that applies over $170M on a monthly basis including checks and wire paymentsResolve variances that arise from the following reconciliations: Intercompany, Bank, AR to GLAuthor of Standard Operating Procedures for the Cash Receipts TeamConsistently meet with Accounting Directors, Managers, and other finance departments to ensure best practices and accounting standards are being metWrite, revise and complete test scripts for Oracle PeopleSoft 9.2Partner with outside consulting groups to construct Process Maps and Training MaterialsPeriodically meet with General Counsel and internal audit team to report our compliance checks and balances

Dallas, Tx, Us

Overview: Client Accounting Representative responsible for reconciliation of payments and invoices, creating new payment application process saving the organization $250,000 since inception, and researching prospective client's finances. Collect on past due accounts and partner with clients to ensure paymentIdentify and resolve disputes with clients and partner with other departments to resolve discrepanciesPerform credit checks requested by the Sales department to ensure favorable cash balances and revenue generationCreator of the amended and improved payment application process leading to a sharp reduction in cycle time, increases in cost savings, and data integrity

Atlanta, Ga, Us

Overview: Cash Accountant in charge of auditing 12 registers and $12,000,000 in transactions annually in one of the nation's busiest airports, and performing daily reconciliations. Generate and compile financial reports pertaining to cash receiptsResponsible for over $12,000,000 in cash annually and auditing 12 registersPrepare daily deposits and partner with Brinks for currency delivery to sustain a comfortable cash balanceReconcile and report accounting and inventory discrepancies to General Manager

San Diego, Ca, Us

Overview: Marketing Data & Research Analyst responsible for performing market research, identifying profitable locations, and presenting analysis to the sales team. Perform market research using several data sources including Bureau of Labor and StatisticsDiscover and share geospatial analysis and data to the sales teamProvide actionable data pertaining to marketing and sales to executivesGenerated over 20,000 leads for sales including contact information and the general size of the organizationDevelop and improve current processes both internally and externally.

San Diego, Ca, Us

Overview: Marketing Associate in charge of contacting leads, researching the latest tax laws, and presenting industry news and trends to the sales team. Research and contact executives to connect with retirement plan experts Extensive experience using ACT!, a CRM, to record all conversations with professionals and produce queriesProvide presentations to the sales team regarding industry trends and changesMine and utilize public data to find sales opportunities

Bachelor Of Science (B.S.), Business Administration

Master Of Business Administration - Mba

Business Intelligence Analysis Certification

Six Sigma Certification (Yellow Belt)